0
Skip to Content
AV Trinity | IFA & Mortgage Broker in Kent & Sussex
Unsure where to start?
Know what you need?
Client sign in
All services
Auto-enrolment pensions
Business owners
Business protection
Care fees planning
Divorce finances
Equity release
Inheritance tax advice
Insurance & protection
Investment advice
Mortgage advice
Pension advice
Personal injury payout advice
Responsible investing
Working with local professionals
What Chartered means for you.
Why Us?
What do our clients say?
Meet the team
Careers
Calculators
News
Contact
Search
Client sign in →
AV Trinity | IFA & Mortgage Broker in Kent & Sussex
Unsure where to start?
Know what you need?
Client sign in
All services
Auto-enrolment pensions
Business owners
Business protection
Care fees planning
Divorce finances
Equity release
Inheritance tax advice
Insurance & protection
Investment advice
Mortgage advice
Pension advice
Personal injury payout advice
Responsible investing
Working with local professionals
What Chartered means for you.
Why Us?
What do our clients say?
Meet the team
Careers
Calculators
News
Contact
Search
Client sign in →
Folder: Clients
Back
Unsure where to start?
Know what you need?
Client sign in
Folder: Services
Back
All services
Auto-enrolment pensions
Business owners
Business protection
Care fees planning
Divorce finances
Equity release
Inheritance tax advice
Insurance & protection
Investment advice
Mortgage advice
Pension advice
Personal injury payout advice
Responsible investing
Working with local professionals
Folder: About
Back
What Chartered means for you.
Why Us?
What do our clients say?
Meet the team
Careers
Calculators
News
Contact
Search
Client sign in →

News

Date
  • February 2026 1
  • January 2026 4
  • December 2025 2
  • November 2025 2
  • October 2025 3
  • September 2025 2
  • August 2025 2
  • July 2025 2
  • June 2025 3
  • May 2025 2
  • April 2025 1
  • March 2025 1
  • February 2025 2
  • January 2025 2
  • December 2024 1
  • November 2024 3
  • October 2024 4
  • September 2024 2
  • August 2024 2
  • July 2024 2
  • June 2024 2
  • May 2024 4
  • April 2024 2
  • March 2024 2
  • February 2024 1
  • January 2024 3
  • December 2023 1
  • November 2023 2
  • October 2023 2
  • September 2023 2
  • August 2023 4
  • July 2023 1
  • June 2023 3
  • May 2023 2
  • April 2023 3
  • March 2023 3
  • February 2023 2
  • January 2023 5
  • December 2022 2
  • November 2022 2
  • October 2022 2
  • September 2022 2
  • August 2022 2
  • July 2022 4
  • June 2022 1
  • May 2022 2
  • April 2022 4
  • March 2022 4
  • February 2022 4
  • January 2022 3
  • December 2021 3
  • November 2021 3
  • October 2021 4
  • September 2021 4
  • August 2021 5
  • July 2021 2
  • June 2021 4
  • May 2021 4
  • April 2021 2
  • March 2021 3
  • February 2021 4
  • January 2021 3
  • December 2020 5
  • November 2020 3
  • October 2020 5
  • September 2020 5
  • August 2020 5
  • July 2020 4
  • June 2020 5
  • November 2019 1
  • October 2019 3
Category
  • AVT 13
  • Calculators 20
  • Care fees planning 4
  • Divorce 14
  • Equity Release 10
  • Estate Planning 22
  • Guides 4
  • Investments 78
  • Mortgages 30
  • Pensions and Retirement 71
  • Personal Finance 139
  • Protection 3
  • Sustainable Investing 7
Saving to spending: what really changes in pension drawdown.
Pensions and Retirement Helen Carey 15/02/2026 Pensions and Retirement Helen Carey 15/02/2026

Saving to spending: what really changes in pension drawdown.

The shift from building pension wealth to relying on it introduces new risks, trade-offs and decisions that are often underestimated until withdrawals begin.

Read More
How much do I need in my pension pots to retire?
Pensions and Retirement, Investments, Calculators Helen Carey 26/01/2026 Pensions and Retirement, Investments, Calculators Helen Carey 26/01/2026

How much do I need in my pension pots to retire?

Understand how much income you’ll need in retirement, the pension pot required, and how tax affects the outcome - with a simple calculator to test your plans.

Read More
Retirement and financial planning without children or heirs.
Care fees planning, Pensions and Retirement Helen Carey 15/11/2025 Care fees planning, Pensions and Retirement Helen Carey 15/11/2025

Retirement and financial planning without children or heirs.

Practical guidance on managing wealth, retirement income, home equity, later-life care and finding your purpose when you have no children or heirs to consider.

Read More
Compound Interest Calculator | Savings, Pensions & Investing.
Calculators, Personal Finance, Investments, Pensions and Retirement Helen Carey 03/10/2025 Calculators, Personal Finance, Investments, Pensions and Retirement Helen Carey 03/10/2025

Compound Interest Calculator | Savings, Pensions & Investing.

Project your savings, pensions and investment growth with our compound interest calculator. Add deposits, test withdrawals and view clear breakdowns over time.

Read More
Stocks & Shares ISA vs SIPPs - what’s the best option?
Personal Finance, Pensions and Retirement, Investments Helen Carey 15/06/2025 Personal Finance, Pensions and Retirement, Investments Helen Carey 15/06/2025

Stocks & Shares ISA vs SIPPs - what’s the best option?

Deciding between a Stocks & Shares ISA and a SIPP impacts your retirement plan. Both offer tax-efficient growth but differ in terms of tax treatment and access.

Read More
What income will I get in retirement? UK Pension Pot Calculator.
Pensions and Retirement, Personal Finance, Calculators Ross Cooper 26/11/2024 Pensions and Retirement, Personal Finance, Calculators Ross Cooper 26/11/2024

What income will I get in retirement? UK Pension Pot Calculator.

Estimate your income in retirement with our UK Pension Pot Calculator. Learn how contributions, retirement age, and state pension shape your financial future.

Read More
What should you do to prepare for a budget in the UK?
Personal Finance, Investments, Estate Planning, Pensions and Retirement Helen Carey 15/10/2024 Personal Finance, Investments, Estate Planning, Pensions and Retirement Helen Carey 15/10/2024

What should you do to prepare for a budget in the UK?

Avoid costly mistakes ahead of a UK budget by maximising your current personal allowances, focussing on long-term financial planning and waiting for the details.

Read More
Should I sell my investments after a stock market crash?
Investments, Pensions and Retirement Helen Carey 15/08/2024 Investments, Pensions and Retirement Helen Carey 15/08/2024

Should I sell my investments after a stock market crash?

Investing your money can be stressful, but history shows that staying invested long-term is beneficial. Learn why time in the market beats timing the market.

Read More
What is the FIRE movement? Is it a way to early retirement?
Pensions and Retirement, Personal Finance Helen Carey 15/07/2024 Pensions and Retirement, Personal Finance Helen Carey 15/07/2024

What is the FIRE movement? Is it a way to early retirement?

Is the FIRE movement a path to financial independence and early retirement? Learn about its origins, principles, and strategies to decide if it's right for you.

Read More
How much do I need in my pension pot to retire at 60?
Investments, Pensions and Retirement, Personal Finance, Calculators Helen Carey 30/06/2024 Investments, Pensions and Retirement, Personal Finance, Calculators Helen Carey 30/06/2024

How much do I need in my pension pot to retire at 60?

Find out how much you need in your pension pot to retire at 60. Learn about pensions, income, retirement planning and use our calculator for a quick estimate.

Read More
Why divorce and financial planning need an expert hand.
Divorce, Pensions and Retirement Helen Carey 21/05/2024 Divorce, Pensions and Retirement Helen Carey 21/05/2024

Why divorce and financial planning need an expert hand.

Bethany Lawton, one of our Pensions on Divorce Experts (PODE), on the vital role of financial planning during divorce and the value of pensions in settlements.

Read More
What is an Exchange-Traded Fund (ETF) investment in the UK?
Investments, Pensions and Retirement Helen Carey 31/03/2024 Investments, Pensions and Retirement Helen Carey 31/03/2024

What is an Exchange-Traded Fund (ETF) investment in the UK?

What are Exchange-Traded Funds (ETFs) in the UK? Learn the definition, considerations for UK investors, the history, active vs passive, tax efficiency and more.

Read More
The role of a PODE in divorce: How expert advice can help.
Personal Finance, Pensions and Retirement Helen Carey 30/11/2023 Personal Finance, Pensions and Retirement Helen Carey 30/11/2023

The role of a PODE in divorce: How expert advice can help.

Discover the role of Pensions on Divorce Experts (PODEs) in ensuring fair pension settlements during divorce and how their expertise can safeguard your future.

Read More
How much do I need in my pension pot to retire at 55?
Investments, Pensions and Retirement, Personal Finance Helen Carey 29/08/2023 Investments, Pensions and Retirement, Personal Finance Helen Carey 29/08/2023

How much do I need in my pension pot to retire at 55?

Early retirement at 55 is possible if you maximise your pension pot savings. How much do you need in your pension to retire at 55? Our guide to early retirement.

Read More
What is the State Pension Triple Lock and why does it matter?
Investments, Pensions and Retirement, Personal Finance Helen Carey 15/08/2023 Investments, Pensions and Retirement, Personal Finance Helen Carey 15/08/2023

What is the State Pension Triple Lock and why does it matter?

What is the UK's State Pension Triple Lock? How does it impact retirees, the UK budget and society? Learn about its history, pros, cons and the impact of inflation.

Read More
How much should I pay into my pension pots in my 30s?
Investments, Pensions and Retirement, Personal Finance Helen Carey 15/06/2023 Investments, Pensions and Retirement, Personal Finance Helen Carey 15/06/2023

How much should I pay into my pension pots in my 30s?

In your 30s and wondering how much you should be contributing to your pension? Read on for tips and advice on how to set a pension pot target and achieve it.

Read More
How much should I have in my pension pots at 30?
Investments, Pensions and Retirement, Personal Finance Helen Carey 15/05/2023 Investments, Pensions and Retirement, Personal Finance Helen Carey 15/05/2023

How much should I have in my pension pots at 30?

Turning 30 is a great time to review your finances, especially pensions. How much should you have in your pension savings pots at 30 and what is your target?

Read More
How much should I pay into my pension pots in my 50s?
Investments, Pensions and Retirement, Personal Finance Helen Carey 30/04/2023 Investments, Pensions and Retirement, Personal Finance Helen Carey 30/04/2023

How much should I pay into my pension pots in my 50s?

The question of how much to pay into your pension pots in your 50s is an important one as it can have a significant impact on your retirement income.

Read More
A guide to understanding pensions and retirement in the UK.
Pensions and Retirement, Guides Helen Carey 24/04/2023 Pensions and Retirement, Guides Helen Carey 24/04/2023

A guide to understanding pensions and retirement in the UK.

It's confusing knowing where to start with pensions and retirement. Our guide puts all our articles on pensions into a logical order to make your life easy.

Read More
How much should I have in my pension savings pots at 50?
Investments, Pensions and Retirement, Personal Finance Ross Cooper 15/04/2023 Investments, Pensions and Retirement, Personal Finance Ross Cooper 15/04/2023

How much should I have in my pension savings pots at 50?

Turning 50 is a great time to review your finances, especially pensions. How much should you have in your pension savings pots at 50 and what is your target?

Read More
Older Posts
AV Trinity Logo ★★★★★ 5.0 AVERAGE RATING ON GOOGLE

Who are we?

Since 1986, we’ve helped individuals and professional partners across the UK with pensions, investments, mortgages, and inheritance tax planning - providing personalised financial advice for every stage of life.

Chartered Financial Planners Tunbridge Wells.png
FVC-logo-transparent.png
resolution-member.png
erc-2017-rgb-colour.png
cyber-essentials.png

How can we help?

Unsure where to start?

Know what you need?

Learn about pensions

Speak to an adviser →

Additional information

AVT in the community

Careers

Privacy & other policies

Read client reviews →

How can you get in touch?

Call us on 01892 612500

View our contact details

Get free financial updates


Quickly find the financial advice you need.

Pensions & Investments

Auto-enrolment pensions

Pension advice

Investment advice

Responsible investing

Mortgages & Protection

Equity release advice

Mortgage advice

Insurance & protection

Other Life Stages

Care fees advice

Divorce & PODE reports

IHT planning

Personal injury advice

More

View all our services

Useful financial calculators

IFA in East Sussex

IFA in Kent

This website offers information about investing and mortgages and should not be taken as personal advice. Remember that investments can go up and down in value, so you could get back less than you put in. Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Equity Release will reduce the value of your estate and may affect your entitlement to state benefits. 
AV Trinity Limited, a company registered in England and Wales with company number 02012267 and authorised and regulated by the Financial Conduct Authority. Information about us can be found on the Financial Services Register (register number 182032). Registered Office: Oakhurst House, 77 Mount Ephraim, Tunbridge Wells, Kent TN4 8BS.
© Copyright AV Trinity Limited 2026.